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Q2 2026 13F · SEC CIK 2109915

Kane Co Wealth Management, Inc.

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$131.8M
Reported positions
53
Holdings vs S&P 500, 3 yrs
—
Assets under management
$284.7M

Kane Co Wealth Management, Inc. is a wealth manager that reported 53 positions worth $131.8M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Dimensional ETF Trust (DFAC, 16.0%), Dimensional ETF Trust (DFCF, 10.3%), Dimensional Short-Duration Fixed Income (DFSD, 6.1%).

Kane Co Wealth Management, Inc. holdings largest 50 of 53 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kane Co Wealth Management, Inc. 13F holdings
Stock% of 13F valueShare changeReported value
DFACDimensional ETF Trust16.0%-0.6%$21.1M
DFCFDimensional ETF Trust10.3%+12.6%$13.6M
DFSDDimensional Short-Duration Fixed Income 6.1%+22.7%$8.0M
DFICDimensional ETF Trust5.7%+2.1%$7.5M
AVUVAmerican Centy ETF Tr4.5%-4.5%$5.9M
DFSVDimensional US Small Cap4.3%-0.4%$5.6M
DFASDimensional ETF Trust3.9%-0.3%$5.1M
DFAXDimensional ETF Trust3.8%-0.4%$5.0M
DFEMDimensional ETF Trust3.3%+1.6%$4.4M
DFATDimensional ETF Trust2.8%-1.1%$3.6M
DISVDimensional ETF Trust2.7%+0.1%$3.5M
AVLVAmerican Centy ETF Tr2.6%-3.1%$3.5M
DFAUDimensional ETF Trust2.4%+0.9%$3.2M
DIHPDimensional International High Profitabi2.3%+7.1%$3.1M
DFUSDimensional ETF Trust2.3%+0.1%$3.0M
AVUSAvantis U.S. Equity ETF2.1%-0.5%$2.8M
DUHPDimensional ETF Trust2.0%+15.7%$2.6M
DFUVDimensional ETF Trust1.9%-1.7%$2.4M
USFRWisdomtree Tr1.7%-39.3%$2.3M
DFAIDimensional ETF Trust1.6%-0.5%$2.1M
DFISDimensional ETF Trust1.4%+3.6%$1.8M
DFGPDimensional ETF Trust1.3%+21.1%$1.7M
DFAEDimensional ETF Trust1.1%-1.1%$1.5M
DFGXDimensional Global ex US Core Fixed Inco1.1%+70.5%$1.4M
DFEVDimensional ETF Trust1.0%-2.1%$1.3M
DFNMDimensional ETF Trust1.0%-25.6%$1.3M
DUSBDimensional Ultrashort Fixed Income ETF0.9%+38.4%$1.2M
DFIPDimensional ETF Trust0.7%+51.7%$923K
DFIVDimensional ETF Trust0.7%+0.0%$864K
AVDVAmerican Centy ETF Tr0.6%-0.4%$835K
BOXXEa Series Trust0.6%+5.8%$796K
DEDeere & Co0.6%+0.0%$742K
DEHPDimensional ETF Trust0.6%-0.3%$732K
PFFIshares Tr0.6%-8.7%$726K
DFGRDimensional ETF Trust0.5%+2.4%$690K
MGCVanguard World Fd0.5%+0.0%$688K
BRK-BBerkshire Hathaway Inc Del0.5%+0.4%$664K
DGCBDimensional ETF Trust0.4%+25.0%$499K
DEXCDimensional ETF Trust0.4%-1.7%$480K
AVSCAmerican Centy ETF Tr0.3%+0.1%$455K
TLHIshares Tr0.3%+43.1%$448K
AVEEAmerican Centy ETF Tr0.3%+8.5%$404K
VTEBVanguard Mun Bd Fds0.3%-16.7%$379K
MUBIshares Tr0.3%-42.1%$377K
PFFDGlobal X US Preferred0.3%-3.7%$349K
DFLVDimensional ETF Trust0.3%-2.4%$337K
VBVanguard Index Fds0.2%+0.0%$300K
VGTVanguard World Fd0.2%—$259K
PFGPrincipal Financial Group in0.2%-21.7%$243K
PEPPepsico Inc0.2%+0.0%$227K

What Kane Co Wealth Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
—
3 years
—
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$131.8M53
Q1 2026$118.6M51
Q4 2025$113.4M50

Questions about Kane Co Wealth Management, Inc.'s portfolio

What stocks does Kane Co Wealth Management, Inc. own?

Kane Co Wealth Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 53 positions worth $131.8M. The largest are Dimensional ETF Trust (DFAC) at 16.0%, Dimensional ETF Trust (DFCF) at 10.3%, Dimensional Short-Duration Fixed Income (DFSD) at 6.1%, Dimensional ETF Trust (DFIC) at 5.7% and American Centy ETF Tr (AVUV) at 4.5%.

What did Kane Co Wealth Management, Inc. buy last quarter?

In Q2 2026, Kane Co Wealth Management, Inc. added Dimensional Global ex US Core Fixed Inco (DFGX) (+70.5% shares), Dimensional ETF Trust (DFIP) (+51.7% shares) and Ishares Tr (TLH) (+43.1% shares), compared with its Q1 2026 filing.

What did Kane Co Wealth Management, Inc. sell last quarter?

In Q2 2026, Kane Co Wealth Management, Inc. cut from its top 50 Walmart Inc (WMT), Ishares Tr (MUB) (-42.1% shares), Wisdomtree Tr (USFR) (-39.3% shares) and Dimensional ETF Trust (DFNM) (-25.6% shares), compared with its Q1 2026 filing.

When is Kane Co Wealth Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Kane Co Wealth Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Kane Co Wealth Management, Inc. manage?

Kane Co Wealth Management, Inc. reported $284.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $131.8M.